Workiz + NZLeads: Auto-Respond to Yelp Leads and Sync to Workiz Automatically

Workiz is built for service businesses—it handles scheduling, dispatching, invoicing, and customer communication out of the box. But like all field service management tools, it depends on leads getting into the system in the first place.

The gap: Yelp messages, Thumbtack inquiries, and Facebook leads don’t automatically appear in Workiz. Someone has to read them, respond, qualify, and manually create the job record. That manual process has gaps—leads fall through, data entry is slow, and while you’re entering information, the customer is already talking to a competitor.

NZLeads + Workiz closes that gap entirely.

The Integration in Plain English

When a customer sends a Yelp message to your business:

1. NZLeads responds within 60 seconds with a contextual, qualified AI message
2. AI conversation continues — qualifying the job type, urgency, and scheduling preference
3. Appointment is confirmed in the conversation
4. NZLeads pushes the lead to Workiz automatically:
   • New customer record created
   • New job created with all details
   • Appointment slot blocked in Workiz calendar
   • Tech assigned (based on your configured routing rules)
5. You receive a Workiz notification that a new job is ready for review

You don’t touch the lead until it’s a confirmed Workiz job. The entire front-of-funnel process is automated.

What Gets Created in Workiz

Customer Record:

• Name, phone, address (when provided during conversation)
• Lead source tag: “Yelp” / “Thumbtack” / “Facebook”
• Full conversation log in customer notes

Job Record:

• Job type based on AI classification (HVAC, plumbing, electrical, cleaning, etc.)
• Job description from customer’s Yelp/Thumbtack message
• Priority: Emergency / Routine / Scheduled
• Appointment date and time window
• Any access notes (gate code, dogs, condo floor, etc.)

Team Notification:

• Dispatcher alert for all new jobs
• On-call tech emergency alert for flagged emergency leads

Workiz Lead Sources Covered by NZLeads

The Setup Process

Step 1: Create NZLeads account and connect your lead platforms (Yelp, Thumbtack, etc.)

Step 2: Go to NZLeads → Integrations → Workiz

Step 3: Connect your Workiz account using your Workiz API key

Step 4: Configure the mapping:

• Default job type for new leads
• Emergency routing rules
• Tech assignment logic

Step 5: Test with a real Yelp message. Verify the job appears in Workiz with correct data.

Total setup time: 20–25 minutes

Emergency Dispatch: Real-Time Workiz Job Creation

When a customer uses emergency keywords (“flooding,” “no heat in winter,” “gas smell”), the integration changes behavior:

1. AI immediately flags the lead as emergency in the conversation
2. NZLeads creates the Workiz emergency job instantly (not waiting for appointment confirmation)
3. On-call tech receives immediate push notification and SMS
4. AI keeps customer engaged while tech reviews and confirms availability
5. Job posted to Workiz dispatch screen for immediate assignment

Time from “my basement is flooding” Yelp message to tech notified: Under 90 seconds.

Reducing Workiz Data Entry Time

For high-volume service businesses, manual data entry into Workiz is a significant time sink:

Before NZLeads:

• Admin spends 3–5 minutes per lead entering customer data
• 30 leads/month = 1.5–2.5 hours/month on data entry
• Entry mistakes cause tech confusion, wrong addresses, wrong job scope

After NZLeads:

• 0 manual data entry for AI-handled leads
• All data pulled directly from the conversation and Yelp/Thumbtack profiles
• Fewer errors (AI consistently formats data the same way)

For a business handling 50+ leads per month, this saves 4–6 hours/month of admin time—and pays for the NZLeads subscription 3× over in time savings alone.

Workiz Review Collection Automation

After a Workiz job is marked complete, NZLeads can trigger an automated review request:

Timing: 2 hours after job completion (triggered by Workiz job status change)

Message sent to customer:

“Hi [Name]! Your [job type] job is all wrapped up. Hope everything looks good! If you’re happy with the work, a quick Yelp review would really help us out. Takes about 2 minutes and means a lot to our team: [link]”

Result: 3–4× more reviews than asking manually, collected consistently after every job.

Pricing

• NZLeads (multi-platform auto-response): $99/month per platform
• Workiz integration: Included in NZLeads subscription
• Voice AI (inbound/outbound): $1/minute
• Free trial: 7 days

Start Free Trial → 

Questions? Email support@nzleads.com

Related reading:

• HousecallPro Lead Integration Guide
• GoHighLevel + Yelp Automation